See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,645 | $103,031-5.2% | $78,805+23.9% | $357,791-72.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 12.86% | -11.97%+24.8pp | -2.71%+15.6pp | 396.79%-383.9pp |
| Employer contribution / active EE | $6,835 | $6,909-1.1% | $4,059+68.4% | $7,508-9.0% |
| Participant deferral / active EE | $4,020 | $5,060-20.5% | $3,584+12.2% | $5,521-27.2% |
| Admin fee / account holder | $6,702 | $5,883+13.9% | $5,677+18.1% | $28,387-76.4% |